ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 583 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $387,543 | -27.4% | 5,942 | -24.9% | 0.18% | -24.3% |
| Q2 2023 | $533,769 | +46.3% | 7,908 | +46.7% | 0.24% | +27.7% |
| Q1 2023 | $364,749 | -35.2% | 5,392 | -39.1% | 0.18% | -32.8% |
| Q4 2022 | $562,756 | +5.2% | 8,850 | -3.7% | 0.27% | +2.6% |
| Q3 2022 | $535,000 | -16.8% | 9,188 | -6.2% | 0.27% | -18.1% |
| Q2 2022 | $643,000 | -16.1% | 9,792 | -12.5% | 0.33% | -21.6% |
| Q1 2022 | $766,000 | -15.7% | 11,195 | -5.4% | 0.42% | -14.8% |
| Q4 2021 | $909,000 | -1.9% | 11,837 | -2.1% | 0.49% | -5.4% |
| Q3 2021 | $927,000 | -3.2% | 12,089 | -2.5% | 0.52% | -9.2% |
| Q2 2021 | $958,000 | -2.6% | 12,395 | -6.3% | 0.57% | -15.6% |
| Q1 2021 | $984,000 | -0.4% | 13,225 | -0.1% | 0.67% | -3.9% |
| Q4 2020 | $988,000 | – | 13,240 | – | 0.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 794,211 | $52,084,000 | 20.67% |
| Burt Wealth Advisors | 543,101 | $39,179,000 | 11.75% |
| Prism Advisors, Inc. | 286,940 | $20,700,000 | 6.93% |
| Ballew Advisors, Inc | 120,480 | $8,595,000 | 6.56% |
| Personal Wealth Partners | 208,244 | $15,023,000 | 6.56% |
| AGILIS PARTNERS LLC | 177,902 | $12,834,000 | 6.42% |
| VAUGHAN & Co SECURITIES, INC. | 119,500 | $8,621,000 | 5.96% |
| Wharton Business Group, LLC | 1,313,872 | $94,783,000 | 5.75% |
| Forum Private Client Group LLC | 100,720 | $7,266,000 | 5.64% |
| JANICZEK WEALTH MANAGEMENT, LLC | 226,576 | $16,345,000 | 4.51% |